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The Get Ready Money Podcast with Derek Notman: Fixing Our Relationship With Money
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On the latest episode of The Get Ready Money Podcast, I spoke with Derek Notman, the founder and CEO of Couplr.ai about changing the way we think about money and fixing our relationship with money.
In this episode we discussed:
- The importance of recognizing that money is a tool.
- Why we need to clarify what we want money to do for us.
- That once you know your problem, you can solve it.
- How artificial intelligence can help empower advisors to have deeper and more meaningful engagement with clients.
- When we have a good relationship with money, when we are educated, when we are given good advice and guidance, a lot of good things can happen.
Derek Notman is a the Founder & CEO of Couplr AI. Using data science and flip-flop-inspired thinking, we're tackling client acquisition & orphan client problems in the investment and insurance industries. Derek is the co-host of Rethink Financial Advice Podcast: We question everything about financial advice, because sometimes the best way to fix things is to laugh at them first.
Connect with Derek Notman:
LinkedIn: https://www.linkedin.com/in/dereknotman/
Couplr.ai : https://www.couplr.ai/
Podcast:
章节
1. The Get Ready Money Podcast with Derek Notman: Fixing Our Relationship With Money (00:00:00)
2. Transforming Financial Futures With Expert Insights (00:00:04)
3. Trust and Intelligence With AI (00:10:22)
4. Mastering Money Management for Financial Success (00:23:52)
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